Ironwood Wealth Management, Inc. holds a focused book of 21 reported positions worth $236.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Invesco Senior Loan ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2024 would be +22% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Ironwood Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Ironwood Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
+7 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ironwood Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 2 / 21 | $985.8M |
| Potomac Fund Management Inc | 6 / 21 | $2.7B |
| Vestwell Advisors, LLC | 2 / 21 | $265.2M |
| IMZ Advisory Inc | 6 / 21 | $180.1M |
| Capula Management Ltd | 3 / 21 | $15.0B |
| Ashford Advisors, LLC | 2 / 21 | $256.6M |
| Mann Financial Group, Inc. | 5 / 21 | $55.4M |
| Valley Forge Investment Consultants Inc Adv | 6 / 21 | $176.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Ironwood Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II SR LN ETF | $25.8M | 1.26M | 10.9% | ▲+7.8% Added · +92K sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $24.9M | 493.0K | 10.5% | ▲+5.7% Added · +27K sh | |
| 3 | Pgim ETF TR PGIM ULTRA SH BD | $21.8M | 439.8K | 9.2% | ▲+4.6% Added · +19K sh | |
| 4 | Ishares TR CORE S&P US VLU | $21.5M | 192.8K | 9.1% | ▲+0.1% Added · +220 sh | |
| 5 | Ishares TR CORE S&P SCP ETF | $21.2M | 146.1K | 9.0% | ▼−5.5% Reduced · −9K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $18.2M | 24.1K | 7.7% | ▼−1.7% Reduced · −415 sh | |
| 7 | Ishares TR S&P 500 VAL ETF | $15.2M | 66.0K | 6.4% | ▲+0.2% Added · +134 sh | |
| 8 | Vanguard Whitehall FDS HIGH DIV YLD | $14.7M | 91.6K | 6.2% | ▼−0.3% Reduced · −283 sh | |
| 9 | Ishares TR CORE S&P US GWT | $14.2M | 75.3K | 6.0% | ▼−0.8% Reduced · −615 sh | |
| 10 | Ishares TR MSCI USA MIN ETF | $13.8M | 141.4K | 5.8% | ▲+3.3% Added · +5K sh | |
| 11 | Select Sector SPDR TR ST STR TECHN ETF | $11.6M | 62.4K | 4.9% | ▼−3.9% Reduced · −3K sh | |
| 12 | Ishares TR MSCI INTL VLU FT | $9.7M | 230.5K | 4.1% | ▼−10% Reduced · −26K sh | |
| 13 | SPDR Series Trust ST TERM HIGH ETF | $8.8M | 354.3K | 3.7% | ▲+8.0% Added · +26K sh | |
| 14 | Select Sector SPDR TR ST STR INDL ETF | $5.6M | 30.9K | 2.4% | ▼−6.2% Reduced · −2K sh | |
| 15 | Select Sector SPDR TR ST STR FINL ETF | $4.7M | 85.5K | 2.0% | ▲+1.6% Added · +1K sh | |
| 16 | Select Sector SPDR TR ST STR ENERG ETF | $4.6M | 84.6K | 2.0% | ▼−9.4% Reduced · −9K sh | |
| 17 | Verizon Communications Inc COM | $40K | 936 | <0.1% | —Held | |
| 18 | Dupont De Nemours Inc COMMON STOCK | $25K | 184 | <0.1% | ▲New New position | |
| 19 | Corteva Inc COM | $22K | 264 | <0.1% | —Held | |
| 20 | ConocoPhillips COM | $22K | 200 | <0.1% | —Held | |
| 21 | Dow Hldgs Inc COM | $16K | 552 | <0.1% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1844821/holdings"
Use Arkolith to show IRONWOOD WEALTH MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 21 | $236.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 31 | $223.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 23 | $222.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 22 | $218.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 16d | 22 | $211.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 22 | $191.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 22 | $202.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 7d | 22 | $204.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.